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CFT for Business is delighted to offer business-advised funds to companies of all sizes. Through a business-advised fund, CFT can support your company’s goals with a full spectrum of services, including grantmaking, due diligence, site visits and access to CFT fund holder events.

Do you want to make your giving easy, effective and enjoyable? A charitable fund is an easy way to streamline your giving and realize your philanthropic goals. Watch this video to learn more!

Finding ways to come together to make a difference in our community is vital. Open a business-advised fund at CFT to amplify the impact of your company's commitment to giving back to the causes and issue areas that matter most to you.


Learn more about our business-advised fund benefits and details below. Curious about CFT for Business' member services? Learn more here or read our Business Impact Stories here!


Annual Service Fees

See below for an example chart of our annual service fees on business-advised funds.

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A $5,000 minimum contribution is required to open a fund at CFT. CFT’s fees offset the costs associated with administering a fund and help cover professional services while sustaining the work of the foundation in the community. These costs include staff time devoted to investment oversight, grant making and record keeping. Fees are reviewed annually and assessed monthly. CFT may adjust fees as appropriate.

Fair Market Value Service Fee Fund Balance Fee Assessed
Up to $1,000,000 1.00% $100,000 $1,000
From $1,000,000 to $3,000,000 0.60% $2,000,000 $16,000
From $3,000,000 to $10,000,000 0.40% $8,000,000 $42,000
$10,000,000+ 0.20% $12,000,000 $54,000

Charitable Fund Options

We offer several types of charitable funds to facilitate your giving. Our staff is available to discuss these options with you and help you select one that best meets your needs!

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Donor-advised funds are established by donors who wish to actively participate in the grantmaking process. You can establish a donor-advised fund with a gift of $5,000 to $100 million or more. Then you can recommend grants from that fund to the charitable project or organizations you want to support. It is easy to give to multiple nonprofits through a donor-advised fund.

When you create a business-advised fund, we can support your company’s goals with a full spectrum of services, including grantmaking, due diligence, site visits and community updates. You can establish a business-advised fund with a gift of $5,000 or more.

We partner with Employee Assistance Foundation to administer employee hardship funds

Scholarship funds can be structured to benefit students at any education level or institution. Support worthy students’ educational pursuits in any field of study, or choose a field to encourage study related to your business. A scholarship fund also can be created to honor loved ones or employees. You can establish a scholarship fund with a gift of $100,000 or more.


  • Access to dedicated Relationship Manager as point of contact for all CFT services
  • ​24/7 online access to fund balance, resources and annual report of philanthropic activity
  • Oversight of grants processing
  • ​If the company has a grant making committee, training and education is available
  • Due diligence and grant payments for an unlimited number of US based 501c3 public charities 
  • ​Proposal review and grant implementation support, as needed
  • Grant agreements and report tracking
  • ​Choice of investment
  • Acceptance and liquidation of complex assets including real estate, pre-IPO stock, etc.
  • ​and more!

Join our Business Impact Network!

Helping businesses do the most good in our community is what CFT for Business does best. Contact us to learn more about how we can help grow your company's community engagement and help manage your charitable giving.

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